Concentrix

CNXC

Market cap $1.73B

Concentrix (NASDAQ: CNXC) has expanded its partnership with enterprise software provider NiCE, and reached Platinum status in NiCE's 360 Partner Program

Concentrix Corporation (NASDAQ: CNXC) announced today that members of its senior management team will participate in several upcoming investor conferences.

Investors need to pay close attention to CNXC stock based on the movements in the options market lately.

Taiwan Semiconductor is a giant chip maker with great growth prospects. Concentrix is facing some challenges, but offers a fat dividend yield.

AI skepticism doesn't mean no opportunity. These two tickers have value where the market isn't looking.

Concentrix reported quarterly adjusted earnings of $2.61 per share, which missed the Street estimate of $2.65. Quarterly revenue was $2.500 billion, up by 5.4% year-over-year (Y/Y), above the analyst consensus estimate of $2.492 billion.

Concentrix Corporation is rated Hold as it undergoes a complex, costly transition to AI-driven customer experience solutions, with investor confidence shaken by execution risks. Despite a 5.4% YoY revenue increase and a forward P/E of ~2x, CNXC faces margin pressure, negative Q1 free cash flow, and high leverage, justifying its deep discount. Q2 guidance remains below consensus, and the investment thesis now hinges on a second-half 2026 recovery in margins and cash flows to validate the turnaround.

Concentrix trades at extremely low valuation multiples, but its deep value is tempered by significant debt concerns. Concentrix continues to post organic revenue growth, though guidance for FY'26 was modestly below consensus on both the top and bottom lines. GAAP profitability and cash flow are materially lower than non-GAAP figures. Debt service further constrains shareholder returns.

Concentrix Corporation (CNXC) Q1 2026 Earnings Call Transcript

Concentrix Corporation (CNXC) came out with quarterly earnings of $2.61 per share, missing the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.79 per share a year ago.